-79.2%
AISP price history and return analytics
+63.7%
-142.9%
-87.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.9% | -0.1% | -0.4% |
| 7D | -4.3% | -2.0% | -2.3% | -3.0% |
| 30D | -0.5% | -1.4% | +0.9% | +0.5% |
| 3M | -30.7% | +4.7% | -35.4% | -32.5% |
| 6M | -26.4% | +11.4% | -37.7% | -30.4% |
| YTD | -30.4% | +13.1% | -43.5% | -34.5% |
| 1Y | -56.8% | +19.0% | -75.8% | -60.0% |
| 3Y | -81.2% | +73.9% | -155.2% | -83.1% |
| 5Y | -79.2% | +65.4% | -144.6% | -81.2% |
| All | -79.2% | +63.7% | -142.9% | -81.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded VT wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling